Users

Path: AC User Management > User

In this section, you can find instructions on how to manage the users of the system, including creating, updating, deleting, and searching the users.

Create Users

  1. Click Create to access the user creation page.

  1. Fill in the data or make selections as instructed below. The fields marked with “*” are required.

  • Username*: The account the user uses to log in to the system.

  • Display name*: The name of the user using the system.

  • Password* / Confirm password*: The password the user uses to log in to the system.

  • email*: After the user is created, related information will be sent to the E-mail the user registered.

  • Organization: Organization that the user belongs to.

  • Status*: Determines whether the user can log in to the system.

  • Role*: Roles selected; it represents the system permissions that this account has access to.

The highest level of permission is the system administrator, ADMIN.

  1. Click on the icon next to Organization to display a tree diagram of organizations, and select the organization that the user belongs to.

  2. Change the status to Active.

  3. Click on the icon next to Role to display the list of roles, and select the roles that the user can have. You can also choose the roles from Role Mapping.

If the wrong role was selected, click on the icon to delete it.

  1. After creating the user, the system will send a “user account created” email.

Search Users

To search for user related information, Keyword Search can be used to search for user information, or click on the icon to search for roles and organizations.

Update Users

  1. Search for the user to modify, and click on theicon to access the Update page.

  1. If Reset password is selected, the system will send a change password email to the user; the user can log in to the system using the password included in the email and go to My Profile to change the password.

  1. If the user has Failed login attempts, Reset password attempts can be selected, and the system will reset the failed login attempts of the user.

  2. Modify the desired fields, and click Update to save and exit.

Delete Users

If this user account is no longer used, it can be deleted from this page.

  1. Search for the user account to delete, and click on the icon to proceed.

  1. Click Delete to delete the user and exit.

View Users

Search for the user to view, and click on theicon to proceed.

The information on the Details page is read-only.

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